Internal Wholesaler - Market Consultant, Advisory

Principal Financial Group • Des Moines, IA

11d • $58,900 - $79,800 • Hybrid

About The Position

In this multifaceted role, you will lead internal sales efforts for Principal Securities by developing and implementing sales plans, activity reports, and rotation schedules. You’ll collaborate with marketing, product, and communications teams to align campaigns and support financial professional relationships while meeting internal sales targets. Key responsibilities include providing intermediaries with sales ideas, handling product inquiries, sharing performance data, identifying new opportunities, and supporting external wholesalers with territory management. You will also build and manage the Asset Retention program in partnership with your External Wholesaler(s).
Initiate and follow up on sales calls to develop relationships with financial professionals, representing a diverse range of products including Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, and retirement solutions.
Determine client requirements and offer sales suggestions, respond to product inquiries, deliver performance information, and introduce new products. Record call outcomes in the database, share leads with external wholesalers, and assist corporate programs, important accounts, and conferences.
Respond to incoming calls from new or existing financial professionals by offering product details and performance statistics. Handle requests for prospectuses and sales materials. Guide financial professionals to resources like websites and newsletters. Support communication for enhanced customer service solutions and record call outcomes.
Perform other job-related duties and special projects as assigned.
Heavy incentive component in addition to salary listed.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Requirements

• Bachelor's degree or equivalent years of experience plus 1+ year of industry-related experience is necessary. Strong preference for financial services and qualified plan experience.
• Outstanding oral and written communication, training, and presentation skills.
• Excellent problem-solving, analytical, and mathematical calculation skills.
• Ability to work independently with minimal direction.
• Availability to handle inbound and outbound calls to advisors, third-party administrators, and sales reps during prime hours.
• Occasional travel, including overnight stays, may be required.
• Licenses must be held in conformity with state and federal rules and company standards as detailed in the existing licensing policy.
• SIE, Series 7, and Series 63 (to be acquired within 90 days after hiring)

Nice To Haves

• Preference to those who are already licensed.

Responsibilities

• Lead internal sales efforts for Principal Securities by developing and implementing sales plans, activity reports, and rotation schedules.
• Collaborate with marketing, product, and communications teams to align campaigns and support financial professional relationships while meeting internal sales targets.
• Provide intermediaries with sales ideas, handle product inquiries, share performance data, identify new opportunities, and support external wholesalers with territory management.
• Build and manage the Asset Retention program in partnership with your External Wholesaler(s).
• Initiate and follow up on sales calls to develop relationships with financial professionals, representing a diverse range of products including Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, and retirement solutions.
• Determine client requirements and offer sales suggestions, respond to product inquiries, deliver performance information, and introduce new products.
• Record call outcomes in the database, share leads with external wholesalers, and assist corporate programs, important accounts, and conferences.
• Respond to incoming calls from new or existing financial professionals by offering product details and performance statistics.
• Handle requests for prospectuses and sales materials.
• Guide financial professionals to resources like websites and newsletters.
• Support communication for enhanced customer service solutions and record call outcomes.
• Perform other job-related duties and special projects as assigned.

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level